News
AI, at newsroom pace.
South Korea's Kospi crashes 10%, SK Hynix and Samsung plunge amid AI chip allocation concerns
MARKET
Micron Q3 Revenue Crushes at $41.5B; Q4 Guidance $50B with 16 Multi-Year SCAs Locking $100B
MARKET
AI trade cools on capex concerns; Alphabet's TPUs gain traction against NVIDIA GPUs
MARKET
GE Vernova turbine order book full through 2029 as AI data centers line up
MARKET
Amazon custom silicon crosses $20B run rate; CEO estimates standalone $50B opportunity
INDUSTRY
Zhipu's GLM-5.2 Matches Frontier Models as US Restrictions Spur Open-Source Adoption
MARKET
Apple lobbies Trump admin to buy memory from blacklisted CXMT as component costs soar
MARKET
Google's TPUs emerge as viable NVIDIA alternative; Google Cloud revenue seen surging 64% to $96B
MARKET
Memory shortage hits Apple, Microsoft; existential crisis for smaller players
MARKET
Samsung commits $648B to chips, AI, memory over decade in South Korea bet